Search results for: volatility
ETFs See $5B in May Inflows
May might have been a brutal month for markets around the world, but investors continued to funnel assets into U.S.- listed exchange-traded funds (ETFs), according to the...
ETFs Enjoy Nearly $4B in May Inflows
Investors put a net $3.5 billion into U.S. exchange-traded funds (ETFs) in May, according to an estimate from Strategic Insight (SI), an Asset International company.
RIAs Continue to Pull in Clients, Show Optimism for Economic Recovery
Most (68%) registered investment advisers (RIAs) said they have increased the number of clients over the last six months, up 13% over the previous quarter, according to a...
U.S. Equity Trading Commissions Fall Short
Commissions paid by institutional investors to brokers on trades of U.S. equities are falling far short of projections to this point in 2010, according to Greenwich Associates.
How Much Help Are Defaulted Participants Getting?
New research indicates employers could do more to help defaulted participants adequately save for retirement.
Invesco Launches Balanced-Risk Commodity Strategy
Invesco’s Global Asset Allocation team has now launched, and recently been awarded its first mandate in, its Balanced-Risk Commodity strategy.
BNY Mellon Launches Dreyfus Global Real Return Fund
The Dreyfus Corporation, a subsidiary of BNY Mellon Asset Management, has announced the launch of Dreyfus Global Real Return Fund, Inc.
Almost a Third of Advisers Increased Use of Guaranteed Income
While many advisers are still not embracing annuities in retirement income planning, almost 30% said they have increased their use of guaranteed income streams amid the market crisis,...
Americans Still Fretting Over Money
Things might be looking up on Wall Street, but a new survey found 84% of Americans still fret about their finances.
Workers Need 15x Final Pay in Retirement
The average U.S. employee will need 15.7 times their final pay in retirement resources to maintain their current standard of living during retirement, according to a new analysis...
Survey Finds Gaps in Plan Sponsor Goals, Roles
A new survey reveals a potential disconnect between plan sponsors and plan participants.
Mercer Launches Online Retirement Planning Education Campaign
Mercer has launched an online retirement planning education campaign for participants in 401(k) plans it administers.
Morningstar Offers Valuation Services for Privately Owned Businesses and Securities
Morningstar, Inc., has launched a valuation services business that values privately-owned firms and securities for purposes such as the sale of a business, estate planning, or financial reporting.
401(k) Balances Not Quite Back to Pre-Recession Levels
A report from Hewitt Associates suggests workers were able to recover a significant portion of the losses they sustained in 2008 simply by participating in their 401(k) plan;...
PIMCO Launches First Strategy in New Equity Series
PIMCO is launching the PIMCO EqS Pathfinder Fund, the first actively managed equity strategy in the PIMCO Equity Series (EqS).
Participant Actions (or Lack Thereof) Helped Mitigate Downturn's Damage
New Vanguard research suggests that retirement plan participants, either as a result of conscious resolve or inertia, mitigated the recent economic downturn's damage to their retirement savings by...
Mutual of Omaha Rolls Out Income Option
Retirement plan advisers looking to help participants (and plan sponsors) find a retirement income solution have another option to consider.
Morningstar Finds Room for Improvement in Target-Date Funds
Morningstar's 2010 Target-Date Series Industry Survey finds target-date funds are performing well and becoming increasingly popular, but there is still room for improvement.